Jr. Financial Analyst

CU Direct Corporation; Ontario (CA); On-site; USD 43,000 - 55,000; Full time

Job summary

An established industry player in fintech is seeking a Jr. Financial Analyst eager to grow in finance. This role offers hands-on experience with budgeting, forecasting, and financial modeling. You will assist in preparing financial reports, perform variance analysis, and support the budgeting process. Join a dynamic team that values innovation and ownership, and enjoy a culture that celebrates diversity and inclusion. With competitive compensation and benefits, this opportunity is perfect for someone looking to make a meaningful impact in the financial sector.

Benefits

Paid Time Off

401k (8% match)

College Tuition Benefits

Good Benefits options

Cultural Celebrations

Monthly Townhalls

Quarterly Company Meetings

Qualifications

• 0-2 years of experience in a financial or accounting role.
• Proficiency in Microsoft Excel (pivot tables, VLOOKUP, etc.).
• Strong analytical and problem-solving skills.

Responsibilities

• Assist in preparing monthly, quarterly, and annual financial reports.
• Perform variance analysis and identify trends in financial data.
• Collaborate with departments across the organization to gather financial inputs.

Skills

Analytical Skills

Problem-Solving Skills

Communication Skills

Microsoft Excel

Attention to Detail

Education

B. S. Degree in Accounting

B. S. Degree in Finance

Tools

Microsoft Office Suite

D365 Dynamics

Power BI

Salesforce

Job description

Origence is always looking for diverse, talented people to join our exceptional team. Current job opportunities are posted here as they become available.

With 30 years at the forefront of fintech innovation, we specialize in SaaS lending solutions that lead the industry. Our core mission is customer-centric, focusing on empowering Credit Unions across the United States with the tools to offer accessible, competitive lending services. We're deeply committed to enhancing the financial ecosystem for a broad network of credit unions, members and auto dealers. We invest in our greatest assets, our employees, and foster a culture of innovation and ownership through freedom and responsibility. We celebrate fiscal accountability, operational rigor and efficiency to create a sustainably healthy and robust business for the long term.

About you

The Jr. Financial Analyst is ideal for someone looking to grow their career in finance and gain hands-on experience with budgeting, forecasting, financial modeling, and reporting. The ideal candidate will support senior analysts and management in making data-driven business decisions.

What You’ll Be Doing:

• Assist in preparing monthly, quarterly, and annual financial reports
• Support the budgeting and forecasting processes
• Perform variance analysis and identify trends in financial data
• Maintain and update financial models and spreadsheets
• Assist with data gathering and financial research projects
• Ensure accuracy and integrity of financial information in reports
• Collaborate with departments across the organization to gather financial inputs
• Monitor financial performance and highlight areas of concern
• Help prepare presentations for internal stakeholders or external partners
• Prepare month-end journal entries and balance sheet reconciliations with accompanying reports and analysis
• Process monthly billing and miscellaneous billing and accounts receivable items
• Manage and complete AR credit card processing
• Backup and support other functional accounting areas as needed

The Ideal Candidate:

Education:

B. S. Degree in Accounting or Finance

Experience:

• 0–2 years of experience in a financial or accounting role
• Strong analytical and problem-solving skills
• Proficiency in Microsoft Excel (pivot tables, VLOOKUP, etc.)
• Familiarity with financial software (e.g., D365 Dynamics, Adaptive, Power BI, etc) is a plus
• Excellent communication and organizational skills
• High attention to detail and ability to meet deadlines
• Ability to work both independently and in a team environment

Specialized Skills:

• Strong verbal and written communication skills.
• Must be detail oriented and have strong analytical skills.
• Must be self directed and able to work with minimal supervision in a fast-paced professional environment.
• Must be proficient in Microsoft Office Suite, with a strong emphasis in Excel
• Experience with Dynamics 365, Salesforce, or Power BI a plus

Why you should apply:

• Paid Time Off
• 401k (8% match)
• College Tuition Benefits/ Tuition Reimbursement
• Good Benefits options
• Company Culture! Cultural and Holiday celebrations, Theme days like Star Wars Day & Bring your Kids to Work Day, Monthly Townhalls and Quarterly Company Meetings that ensure awareness, inclusion, and transparency.

The starting salary range for this full-time position is $43500 - $54500 per year. This base pay will take into consideration internal equity, candidate’s geographic region, job-related knowledge and experience among other factors. Origence maintains a highly competitive compensation program. Under company guidelines, this position is eligible for an annual bonus to provide an incentive to achieve targeted goals. Bonuses are awarded at company’s discretion on an individual basis.

Origence is an equal opportunity employer. All recruitment, hiring, training, compensation, benefits, discipline, and other terms and conditions of employment will be based upon an individuals’ qualifications regardless of race, religion, color, sex, gender identity, sexual orientation, national origin, ancestry, military service, marital status, pregnancy, age, protected medical condition, genetic information, disability or any other category protected by federal, state or local law.